E&O Claims – Forward Thinking After the Fact: Coverage by the Rear View Mirror

E&O Claims – Forward thinking after the fact: Coverage by the Rear View Mirror

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Completing the Paperwork – Detail is Crucial (Discuss Applications, Auto, Property, Policy Works and Endorsements)

Careful what you say – discussion on common things brokers may say and why it is important to be careful so that the client does not understand it the wrong way

Communicating with the client on major changes from the Insurance Companies – how detailed must it be

Document, Document, Document – the importance of very clear notes on everything we do

Taking Shortcuts – The Pain of it All, discussion around when brokers take shortcuts to get the job done quickly, not always accurately

Top Reasons Brokers end up in E&O Situations

Case Study
This seminar is presented by David Stark

Continuing Education Credits – ID #38797

1) Alberta Insurance Council 3.75 hours
General
2) General Insurance Council of Manitoba 3.75 hours
3) General Insurance Council of Saskatchewan 3.75 hours
Technical

 

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